Spot sales templates that may overlap
Find documents that look similar by name so the team can decide whether they serve different needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Near-duplicate templates create uncertainty about which document is current and add friction to routine sales work.
- Search the catalog for names that may overlap.
- Surface possible duplicates for human review.
- Avoid treating similarity as proof that templates are interchangeable.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Carbone once in the Notis portal.
- 2Create a scheduled automation in Notis for possible duplicate review.
- 3Tell Notis to list Carbone templates, group similar names, and flag possible duplicates for human review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the summary and confirm it clearly distinguishes possible matches from confirmed duplicates.
Questions about this workflow
Can the workflow confirm two templates are duplicates?
No. Similar names are a signal for human review. The listing action does not establish whether template contents or intended uses match.
Can it review a large catalog?
The action supports cursor-based pagination. Ask Notis to continue through pages if you need a broader review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Carbone. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Agile CRM and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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